KWMG

King Wealth Management Group Portfolio holdings

AUM $830M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.05M
3
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Value ETF
VTV
+$1.41M

Top Sells

1
+$10.1M
2
+$6.86M
3
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

1 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.07%
1,611
102
$452K 0.06%
6,143
-288
103
$449K 0.06%
2,314
104
$445K 0.06%
3,774
105
$438K 0.06%
1,438
106
$431K 0.06%
1,500
107
$428K 0.06%
3,017
+62
108
$416K 0.06%
4,520
109
$406K 0.06%
2,548
+201
110
$394K 0.05%
3,115
+75
111
$394K 0.05%
3,258
-100
112
$389K 0.05%
+4,000
113
$386K 0.05%
2,847
114
$379K 0.05%
6,458
+16
115
$354K 0.05%
5,101
-188
116
$354K 0.05%
3,217
-51
117
$351K 0.05%
1,255
+1
118
$350K 0.05%
12,080
119
$347K 0.05%
3,783
120
$342K 0.05%
2,542
121
$336K 0.05%
7,256
+57
122
$334K 0.05%
1,720
123
$332K 0.05%
6,000
124
$331K 0.04%
2,614
-200
125
$326K 0.04%
4,695
3 4
5
6 7